Modern Wealth Management, LLC Ishares Tr Transaction History
Modern Wealth Management, LLC
- $1.37 Trillion
- Q2 2024
A detailed history of Modern Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Modern Wealth Management, LLC holds 4,845 shares of GBF stock, worth $515,701. This represents 0.04% of its overall portfolio holdings.
Number of Shares
4,845
Previous 16,908
71.34%
Holding current value
$515,701
Previous $1.72 Billion
71.08%
% of portfolio
0.04%
Previous 0.15%
Shares
3 transactions
Others Institutions Holding GBF
# of Institutions
76Shares Held
1.77MCall Options Held
0Put Options Held
0-
Assetmark, Inc382KShares$40.6 Million0.12% of portfolio
-
Jpmorgan Chase & CO New York, NY237KShares$25.2 Million0.0% of portfolio
-
Destination Wealth Management168KShares$17.9 Million0.58% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS146KShares$15.5 Million0.19% of portfolio
-
Morgan Stanley New York, NY138KShares$14.7 Million0.0% of portfolio